Wealth Management in St. Peters, MO

Wealth Management in St. Peters, MO Holistic Wealth Management to Help You Achieve Your Dreams

Wealth Management in St. Peters, MO. Our financial health is about more than just being able to eat at our favorite restaurants; it impacts our mental well-being, the the life our families will live and the legacy we'll leave, and whether or not we achieve our life goals. Correct Capital offers comprehensive wealth management services to St. Peters, MO residents so they can can have peace of mind because their money and future are not only safe but well-positioned for long-term growth. Turn your goals into reality with Correct Capital's St. Peters, MO wealth management services today by calling 314-930-401(k) or by contacting us online.

While there are many reasons people seek wealth management services, the two most common are protecting wealth and ensuring sufficient income and financial security. Our St. Peters, MO wealth management team at Correct Capital are more than just investment advisors; we see ourselves as caretakers of your wealth and financial life mentors. Many features of financial health are too often ignored; for example, only 33% of Americans have a will. Investors in the U.S. have diversified portfolios that incorporate equities, fixed income, cash, and more depending on how close they are to retirement and how much risk they are willing to take on. An experienced and knowledgeable wealth manager will help you create a diversified portfolio while considering everything from tax planning to insurance options. Correct Capital's wealth management advisors in St. Peters, MO have the wisdom, skill, tenacity, and resources to help you get from where you are to where you want to go.

Wealth Management St. Peters, MO | Portfolio Management | Financial Advisors Near St. Peters

What is Wealth Management? | St. Peters, MO Wealth Management

Wealth management is a broad term that generally refers to how a financial advisor manages all aspects of a client's finances in the interest of maintaining the overall custodianship of their wealth. All-inclusive wealth management in St. Peters, MO will provide in-depth financial advice, including:

  • Net worth determination to trace your financial stability, analyze superfluous spending, and pick out more useful and valuable places to put your money.
  • Investing, investment advice, and portfolio management that strive to anticipate market declines, create a balanced and diversified portfolio, and mitigate risk in the interest of balancing your investments with your time horizon.
  • Estate planning so you can be sure that your St. Peters, MO family is taken care of once you're gone.
  • Retirement planning so you don't have to worry about where your income will be coming from once you retire.
  • Real estate transactions to determine if that new house you've been looking at aligns with your current finances, or if real estate investing is right for you.
  • Insurance planning to verify your assets are protected and you're not spending too much.
  • 401(k) services if you run a business and want to see your employees financially secure is well.
  • 401(k) rollover if you're changing jobs and want to make sure the money you've already saved is still working for you.
  • Tax planning to lower your liability and ensure you keep as much of your money as possible.
  • Philanthropic planning so the fruits of your labor will ensure prosperous St. Peters, MO communities as well.

How to Choose a Wealth Manager | St. Peters, MO Wealth Management

Choosing a trustworthy and capable wealth manager is a serious task; you are in many ways entrusting them with your future. It's vital to make an informed decision and consider the merits of both the people managing your money and the skills, understanding, and experience they will employ to do so. Below are eight questions you should ask before choosing a financial advisor for your wealth management in St. Peters, MO.

  1. What is their experience in wealth management? In any profession, experience goes a long way in preparing someone to handle tricky situations. The longer a financial advisor has been assisting clients in wealth management, the the better idea they'll have of how to react to market fluctuations, and they'll know how to best position your wealth for your time horizon, whether that be in 5 years, 12 years, or 30. It also means they'll have a large network of relationships and resources.
  2. What qualifications do they have? The term "wealth manager" doesn't necessarily indicate anything about the person using it. A St. Peters, MO wealth management firm that really knows what it's doing will hold qualifications that can only be acquired by meeting education and experience requirements and passing rigorous exams.
  3. Who is their standard client? A wealth manager may be qualified and have financial experience, but they can only help you so much if they are not used to advising people in your situation.
  4. What services do they offer? The best wealth management firms will be experts in all-inclusive services that go beyond investment and retirement planning to consider the full spectrum of your life, goals, and current financial health.
  5. How do they communicate with you? Few people need to speak to your wealth manager every day, but you need to know that they're accessible, and that they're being straightforward with you if any conflicts of interest emerge.
  6. What resources do they have access to? Productive wealth management depends on in-depth analytics and state of the art digital platforms to correctly assess the market and analyze historical tendencies to predict your best options.
  7. Who do they work for? Many larger firms are tied to certain brokerages and are therefore limited in the investment opportunities they can offer you and might not give you completely unbiased advice. When a consultan is independent, they are looking out for your best interest and are not limited in the strategies they can use in your favor.
  8. Will they manage your wealth, or just your investments? While asset allocation and maximizing returns are important facets of any financial advising services, true wealth management in St. Peters, MO develops a game plan that also includes your taxes, philanthropic planning, insurance, and a wide array of other parts of your financial health.

Correct Capital's Wealth Management Philosophy in St. Peters, MO

At Correct Capital, our wealth management team has more than 7 decades of cumulative experience helping St. Peters, MO individuals and families meet their financial milestones and live the lives they want. We are a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNERS ™, whose qualifications are awarded through experience, education, passing thorough exams, and observing high ethical standards. We serve families and individuals as well as business owners in St. Peters, MO with comprehensive financial planning. As a fiduciary and an independent firm, our only obligation is proving you with expert, personalized, and dependable financial advice.

Your wealth manager is a kind of life coach. In our initial consultation, we'll get to know where you are in life and what type of life you want to have. Then, we'll go over your assets, liabilities, debts, income, and expenses to acquire a general feel for your financial health. We'll create a a long-term plan for you, and actively manage it.

Other services we offer in St. Peters, MO include:

Wealth Management St. Peters, MO | Portfolio Management | Financial Advisors Near St. Peters

Wealth Management St. Peters, MO | Correct Capital

Your success is our success. Trust is key when it comes to your finances, so we will always be open, honest, and straightforward with you. We take pride in our ability help St. Peters, MO residents attain their dreams and improve their family's future. For devoted and knowledgeable wealth management in St. Peters, MO with experts you can trust, call Correct Capital today at 314-930-401(k) or contact us online.


Are you ready to experience the Correct Capital difference?

GET STARTED

Meet our team of financial advisors.

Our Team

Services We Offer